Equity Compensation Management Strategies

“The difference between equity and equality is that equality is everyone gets the same thing and equity is everyone gets the things they deserve.” - DeRay Mckesson

It can be a thrilling experience to receive a job offer that includes company stock as part of the compensation package. It's an enticing prospect: the potential for shared success as the company grows, which often builds loyalty and a sense of ownership among employees.

But don't let the excitement cloud your judgment. Equity compensation comes with its own set of challenges that, if left unaddressed, could put your financial future at risk. You'll need specific analysis, expertise, and acumen to navigate issues like concentrated investment risk, costly taxes, and missed opportunities.  
The good news is that with the right steps and management, equity compensation provides a pathway to building lasting wealth for working Americans.

That's where we come in. Our definition of success is when our clients save time, save money, and achieve improved financial and career outcomes. With a time-tested process honed from decades of experience in financial services, we're equipped to help you navigate the pitfalls of equity compensation and create a solid financial plan for your future.

Our Approach to Planning for Equity Compensation

  • Discovery: At our company, the first step of our process always starts with you - because your values and goals are the foundation of everything we do. We take the time to get to know you on a deep and empathetic level, so we can understand what success means to you and enable the best outcomes as you define them. And in the process, we'll also show you who we are and what we do, so you can be sure we're the right fit for you.
  • Compensation Plan Assessment: Once we have a comprehensive understanding of your needs, we move on to plan assessment and analysis. This is where we roll up our sleeves and dive deep into your employer's compensation plan documents to ensure that we're accounting for all the nuances and complexities of the plan. We analyze everything from vesting schedules, taxes, cash flows, to risk tolerance, so we can develop a personalized plan of action for short, intermediate, and long-term success.
  • Strategy Design: With a solid foundation in place, we move on to strategy design. This is where we bring your plan to life, creating a personalized roadmap that's tailored to your unique needs and goals. And we don't stop there - we'll work closely with you in a consultative and iterative process to refine your plan until it's as efficient and effective as possible.
  • Implementation: Once your plan is ready to go, we'll work hand-in-hand with you to implement it every step of the way. We'll provide positive reinforcement, an opportunistic mindset, and level-headed professionalism to ensure that every detail is taken care of, and that we're always working towards your end goals.
  • Review and Ongoing Support: Our commitment to you doesn't end there. We'll continue to provide ongoing support and regular plan reviews to make sure that your plan stays on track and adapts to any new developments or outside factors that may arise. With our help, you can be confident that you're on the path to achieving lasting financial success.

At Green Ocean Global, we've honed our approach through years of first-hand experience working with corporate executives, directors, managers, and employees from a wide range of backgrounds and industries at every stage of their working lives. Our process stems from our belief that anyone who receives equity compensation should be able to get what they deserve from that compensation without having to employ a team of attorneys, accountants, and consultants to make it work for them.

That's why we've leveraged modern technology and time-tested approaches to provide ideal solutions to the unique challenges of equity comp, enabling you to maximize your potential backed up by an approach informed by Nobel prize-winning economic and financial theory.

In today's fast-paced world, it's more important than ever to have a partner who can help you navigate the complexities of equity compensation. And that's exactly what we're here for - to help you achieve your goals and succeed in your career. Join us today and start taking control of your financial future.

Book an initial consultation with one of our financial professionals to create your personalized financial plan.
Let's Get Started

Let's talk to find out how we can help
you reach financial freedom

Get in Touch

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.


201 Spear St, Suite 1100,
San Francisco, CA 94105,
United States

Client Login


San Francisco: 415-347-8057
Lisbon: 946-337-178

Follow us

Form ADV